See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,248 | $110,094-66.2% | $151,611-75.4% | $68,494-45.6% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -18.44% | -10.12%-8.3pp | 3.33%-21.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,972 | $4,471-55.9% | $6,166-68.0% | $2,596-24.1% |
| Participant deferral / active EE | $2,477 | $6,527-62.1% | $8,363-70.4% | $4,027-38.5% |
| Admin fee / account holder | $9,165 | $7,719+18.7% | $11,616-21.1% | $5,403+69.6% |